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Job Duties:
· Posts and reconciles payments received on annuity loans.
· Provides quotes for new annuity loans to annuity/pension specialists.
· Prepares and distributes monthly annuity loan statements.
· Reconciles bank and investment statements for assigned Trust Accounts, and prepares/posts adjustments to General Ledger
· Monitors contribution deposits to assigned Trust Accounts including reconciliation, correspondence preparation, adjusting entries and transferring entries necessary to correct errors from reconciliations, employer remittance reports, etc.
· Provides back up services for other Trust Accountant, and vice versa – for role coverage while one is out of the office.
· Performs other duties as assigned.
Minimum qualifications:
· 5 years of experience utilizing computerized accounting systems
· Working knowledge of basic office equipment
· Proven track record of positive interpersonal communications with internal and external clients
· Demonstrated ability to stay calm and professional within all communications.
· Proven ability to accurately and timely review and edit documents.
· Utilize computer and phone systems to be able to effectively perform the essential functions of the position.
· Proficiency in utilizing Microsoft Office software – Excel, Word, and Outlook
· Proficiency in using and editing in Adobe.
· High school diploma or G.E.D
Preferred qualifications:
· Experience using Netsuite
· 5 years of accounting experience within a TPA environment
· Experience with reconciling bank and investment accounts.
· Experience working with loans and annuities a plus.
Job Type: Full-time
Pay: $65,000.00 - $82,500.00 per year
Benefits:
Experience level:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
$52k-63k (estimate)
04/04/2024
04/28/2024
wpas-inc.com
Seattle, WA
100 - 200
The job skills required for Trust Accountant include Accounting, Microsoft Office, Accounting Systems, Interpersonal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust Accountant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust Accountant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust Accountant positions, which can be used as a reference in future career path planning. As a Trust Accountant, it can be promoted into senior positions as a Trust Operations Team Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust Accountant. You can explore the career advancement for a Trust Accountant below and select your interested title to get hiring information.